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Sippican Capital Advisors’s Emerson Electric EMR Stock Holding History

Sippican Capital Advisors’s Portfolio EMR Stock Details EMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,600
Closed -$245K – 111
2021
Q3 		$245K Hold
2,600
– – 0.21% 101
2021
Q2 		$250K Hold
2,600
– – 0.22% 102
2021
Q1 		$235K Hold
2,600
– – 0.22% 102
2020
Q4 		$209K Buy
+2,600
New +$193K 0.23% 100
2018
Q2 		– Sell
-3,400
Closed -$232K – 106
2018
Q1 		$232K Hold
3,400
– – 0.24% 93
2017
Q4 		$237K Sell
3,400
-400
-11% -$25.9K 0.23% 95
2017
Q3 		$239K Sell
3,800
-1,150
-23% -$69.4K 0.24% 91
2017
Q2 		$295K Sell
4,950
-514
-9% -$30.5K 0.32% 86
2017
Q1 		$327K Sell
5,464
-1,050
-16% -$62.7K 0.35% 82
2016
Q4 		$363K Sell
6,514
-215
-3% -$11.6K 0.38% 77
2016
Q3 		$367K Sell
6,729
-950
-12% -$50.9K 0.42% 71
2016
Q2 		$401K Hold
7,679
– – 0.48% 68
2016
Q1 		$418K Buy
7,679
+74
+1% +$3.57K 0.53% 63
2015
Q4 		$364K Sell
7,605
-220
-3% -$10.5K 0.46% 70
2015
Q3 		$346K Sell
7,825
-20,669
-73% -$1.02M 0.44% 71
2015
Q2 		$1.58M Sell
28,494
-4,920
-15% -$289K 1.59% 20
2015
Q1 		$1.89M Sell
33,414
-84
-0.3% -$4.88K 1.93% 17
2014
Q4 		$2.07M Sell
33,498
-187
-0.6% -$11.7K 2.06% 14
2014
Q3 		$2.11M Buy
+33,685
New +$2.19M 2.14% 8

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sippican Capital Advisors's EMR Position: Q4 2021 in Review

Sippican Capital Advisors sold out of Emerson Electric (EMR) in Q4 2021, closing a stake of 2,600 shares — an estimated $245K sold.

Sippican Capital Advisors first reported a position in EMR in Q3 2014 and held it in 19 quarters. The position peaked at $2.11M in Q3 2014. 1,796 funds tracked by Wall St. Rank hold EMR as of Q4 2021.

  • Sippican Capital Advisors reported no remaining Emerson Electric position as of Q4 2021 after selling out during the quarter.
  • Sippican Capital Advisors sold 2,600 Emerson Electric shares in Q4 2021, an estimated $245K.
  • Sippican Capital Advisors first reported a position in Emerson Electric in Q3 2014 and held it in 19 quarters.
  • Sippican Capital Advisors's Emerson Electric position peaked at $2.11M in Q3 2014.
  • 1,796 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2021.

Based on Sippican Capital Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.